Lucy Tang is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 10 years of industry experience. She has been with Gilder Gagnon Howe & Co. LLC since 2011. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Allen Jacobi is a financial advisor at Snowden Capital Advisors LLC with 14 years of industry experience. He holds the Series 65 designation and has worked at Snowden Capital Advisors since 2022. Prior to that, he spent 10 years at Fieldpoint Private Securities and Fieldpoint Private Bank & Trust. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes a multi-team approach combined with institutional capabilities.

Dimitry Farberov is a CFP®, CFA®, and Series 66 credentialed advisor with 17 years of industry experience. He currently works at Compound Planning, Inc., joining the firm in 2024 after roles at Miracle Mile Advisors, LLC, Israel Discount Bank of New York, IDB Capital Corp., and RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program (TAMP) for financial intermediaries. The firm uses a customized, risk-based investment approach that incorporates fundamental, technical, and modern portfolio theory analysis, offering a range of strategies including low-cost ETFs, direct indexing, and alternatives through in-house and third-party models.

William Sweet is a CFP® with five years of industry experience, currently affiliated with Ritholtz Wealth Management in New York, NY. He has over a decade of experience at Stevens & Sweet Inc., where he serves as president, offering accounting and tax preparation services. Sweet also has a longstanding role in the United States Army and is involved in venture investments focused on financial technology companies through Sweet Motion LLC. Ritholtz Wealth Management serves both individual and institutional clients, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Sarah Braddock is an Investment Advisor Representative at Siebert AdvisorNXT, LLC., with nine years of industry experience. She has worked at Searchlight Investments, LLC and Searchlight Financial Advisors since 2016. She divides her time equally between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities, utilizing a web-based wealth management platform and third-party managers. The firm employs an algorithmic implementation of Modern Portfolio Theory to construct portfolios and offers discretionary and non-discretionary management with access to multiple investment strategies.

Joseph Finnerty is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Equitable Advisors. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternatives, structured notes, and options-based strategies.

Michael Tang is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Hamlin Capital Management, LLC in New York, NY. He has been with Hamlin Capital since 2013. Hamlin Capital Management, LLC provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools to manage long-term investments.

James Baroutas is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and B. Riley Wealth Management since 2015. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions through multiple program structures and research methods.

Todd Fliegel is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Carret Asset Management, LLC since 2004. Carret Asset Management provides discretionary portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs fundamental research and periodic rebalancing to manage tailored investment strategies across multiple asset classes and techniques, generally on a discretionary basis.

Gregory Tomczak is an advisor with Encompass More Asset Management LLC in Scottsdale, AZ. He holds a Series 65 credential and has experience as a practicing attorney, maintaining an active law practice through Tomczak Law, PLLC. His professional background includes legal work and licensed insurance activities related to accident, health, life, and variable annuities. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management using proprietary and third-party model portfolios. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and offers specialized retirement account management.

Jack Daly is a financial advisor at Jefferies Investment Advisers LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Btig LLC and IBISWorld. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized and collaborative process that includes a variety of planning topics such as tax and estate planning, executive compensation, and philanthropic planning.

Philip Michals is a financial advisor with A.G.P. / Alliance Global Partners in New York, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes roles at A.G.P. Canada Investments ULC, Euro Pacific Capital, Aegis Capital Corp., and Quadstar Capital Advisors. He serves on the board of directors for Manhattan Bridge Capital, a publicly traded finance company, and is a board member of Save Asbury Park History, a nonprofit focused on historic preservation. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and institutional clients, emphasizing international investing through its EPC Advisors Group division. The firm offers portfolio management, financial planning, and capital markets services with a long-term, low-turnover investment approach and engages in active brokerage and product distribution beyond standard advisory offerings.

Franco Agapito is a CFA® charterholder with 18 years of industry experience. He currently serves at Williams Jones Wealth Management, LLC and has prior experience with Columbia Management Advisors, LLC and Riversource Fund Distributors, Inc. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to a range of clients including individuals, families, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price (GARP) equity strategy, and active fixed-income management, while also offering access to third-party managers and private investment funds.

Lyman Delano is a financial advisor at Beck, Mack & Oliver LLC with 12 years of industry experience. He has been with Beck, Mack & Oliver since 2005. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm employs a value-based, long-term equity approach and manages both registered investment companies and private pooled funds with varying strategies tailored to client objectives.

Maria Pansini is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation. She has two years of industry experience, including prior roles at Snowden Lane Partners and teaching positions at Princeton University and The Agnes Irwin School. Snowden Capital Advisors LLC serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and employs customized model portfolios, third-party manager selection, and a broad range of investment tools.

Thomas Cuoco is a financial advisor at World Equity Group, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors LLC, Barnum Financial Group/Mass Mutual Life Insurance Company, and New York Life Insurance Company. Outside of his advisory role, he serves as Executive Vice President for multiple businesses spanning consulting, lifestyle products, loan administration, and entertainment. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm uses discretionary portfolio management combined with financial planning and access to third-party money managers, with performance reviewed regularly to align with clients’ risk tolerance and investment goals.

Thomas Hakala is a financial advisor at Snowden Capital Advisors LLC with 11 years of industry experience. He holds the PFS™ designation and previously worked for Fieldpoint Private Securities LLC for 10 years. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes third-party managers and global custodian platforms in its investment approach.

Wilfred Guzman Jr. is a financial advisor with NPA Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with NPA Asset Management and its affiliated entities since 2010. In addition to his advisory role, he is an independent insurance agent through various agencies. NPA Asset Management, LLC is an SEC-registered investment adviser that offers managed-account programs through its Advisor’s Edge platform to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm combines advisor-led planning with model portfolio implementation, often delegating trading to approved sub-advisors while maintaining supervisory oversight.

Gary Gonzalez is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously spent 12 years at Stockcross Financial Services, Inc. Gonzalez splits his time equally between Siebert AdvisorNXT and Muriel Siebert & Co., both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT provides investment advisory and portfolio management services primarily to individual and high-net-worth clients through its web-based AdvisorNXT program and access to third-party sub-advisors. The firm employs mean-variance optimization based on Modern Portfolio Theory, utilizing ETFs and ETNs, and combines algorithmic portfolio construction with dedicated advisor support.

Sidney Goudie is a CFA® charterholder with 4 years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2019. Prior to this, he worked at Williams, Jones & Associates, LLC for 11 years. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth families, pension and profit-sharing plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, GARP-oriented equity investments, and active intermediate-term fixed-income management.